Skip to content

Institutional Consulting Solutions

Mission-aligned Solutions for a Multitude of Organizations
Beacon Pointe is an independent advisory firm dedicated to providing thoughtful investment guidance and comprehensive consulting services to a diverse group of institutional clientele.
Speak to Our Consulting Team

Industury Recoginition

Award-Winning Excellence

award badge

Barron’s

Top 100 Institutional Consulting Teams
2025

View Award Disclosure

An Elevated Service Experience

Mission-aligned Solutions

Beacon Pointe’s Institutional Consulting Group emphasizes the importance of mission-focused process in order to understand each unique client, design a customized strategy, and oversee the investment portfolio. Beacon Pointe partners with clients either in an advisory (non-discretionary) capacity, an outsourced CIO (discretionary) capacity or through a hybrid approach.

Insurance Companies

Learn More

Non-Profits & Foundations

Learn More

Outsourced CIO Services for Institutions

Learn More

Retirement Plans

Learn More

A Dedication to Service

Beacon Pointe consultants are proactive partners who seek to be an extension of a client’s internal staff. They are dedicated to understanding all aspects of the institution’s investment objectives, conveying knowledgeable guidance, and providing exceptional service to a wide array of clientele.  As a fiduciary, Beacon Pointe utilizes a client-focused approach to investment advice intentionally separating the key duties of consultant, custodian, and asset manager, thereby minimizing conflicts of interest and always making decisions in the best interest of clients.

Exame

  • Understand strategic mission
  • Outline fund objectives
  • Define risk tolerance

Establish

  • Define fiduciary guidelines
  • Create optimal investment structure
  • Launch investment program

Execute

  • Implement investment processes and procedures
  • Monitor risk management
  • Ongoing proactive advice

mission-focused advice

Solutions Designed for Every Organization

Discretionary Services

  • Access to Beacon Pointe’s Investment Committee’s asset allocation expertise.
  • Fiduciary responsibility under the Investment Policy Statement.
  • Streamlined administrative tasks courtesy of the Beacon Pointe Operations Team.

Non-Discretionary Services

  • Access to Beacon Pointe’s Investment Committee’s asset allocation expertise.
  • Client makes all final investment decisions.
  • Client is responsible for all administrative responsibilities, duties and tasks.

Hybrid Service

While Beacon Pointe consultants work with most clients in a discretionary (Outsourced CIO) advisory capacity, we do also offer a hybrid of our services. The service model utilized is entirely dependent upon the level of involvement staff and committee members find ideal, the committee’s preferred decision-making structure and investment knowledge, as well as the availability of staff and resource.

Discover the Optimal Solution for Your Orgnization

Research-Powered Portfolios

Alternative Investments & Values-Based Investing

Beacon Pointe Advisors has a robust arsenal of both Alternative Investments and Values-Based Investing offerings. Our Investment Research Department and institutional consultants are dedicated to understanding the goals, values, and missions of each organization. These unique needs and values are as broad and as different as every unique client. Our Institutional Consulting Group has extensive depth of expertise in these areas and is well-equipped to assist institutional clientele with aligning mission-driven purposes to create customized investment portfolios to help achieve these mission-related goals.

Learn More About Our Research Process

Connect with Our Institutional Consulting Group

We are here to serve, guiding your organization to best achieve its desired investment goals and objectives.  If you are looking for a trusted partner, please contact us.